What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Guardian Tax Consultants

Home
United States
Franklin, TN
Guardian Tax Consultants

Through professional collaboration, we help business owners achi

Guardian Tax Consultants specializes in collaborating with wealth advisors, CPAs, and financial planners to design, execute, and service tax mitigation strategies for business owner clients.

08/10/2026

Four days, two cities, same question in both rooms.

Tuesday through Thursday I was in Plano with The MB Group, LLC Janet Haston, CPA and her team opened their office to us and hosted a happy hour for owners and advisors on how the MSO Platform™ structure actually works. People wanted to know where the management fee has to be supported, what governance looks like after close, and what happens when a structure gets tested.

The rest of Texas was introductions. Matt Geltz at Source Advisors. The MHG partners team at Merrill Lynch. The team at Oscar Garcia-Isita Law. Plus a run of owner meetings I won't get into here, which is how it should be.

Friday I was in Midtown Atlanta for CliffCo M&A Day, hosted by Cliff Oxford.

Different rooms, different audiences, same underlying question. The structure has to be right before the transaction, not after it.

That's the part that keeps surprising me. Owners and their advisors are getting sharper about sequencing. A few years ago the structure conversation started when the LOI showed up. Now it starts years earlier, and the advisors who are useful are the ones who can explain the substantiation record, not just the outcome.

Three things I took away.

Owners ask better questions than the market gives them credit for.

The CPA is still the trusted seat at the table. When the CPA is in it early, everything downstream gets easier.

Nobody's impressed by a diagram anymore. They want to know what the file looks like if it's examined.

Thanks to Janet and the MB Group team for the week, and to Cliff Oxford for the invitation to Atlanta.

More on how that substantiation record actually gets built is in the first comment.

06/24/2026

What a week in Las Vegas with the Lion Street community!

Our team was grateful to be part of Lion Street’s Trusted Advisor Conference and to spend time with advisors, partners, guests, and industry leaders who are committed to thoughtful planning and collaboration.

Ahead of the conference, we partnered with Apricity for a small, invite-only gathering focused on the MSO and the planning opportunities it can create in the right client situations. We appreciated the thoughtful conversation and the chance to continue learning alongside such a strong group. Thank you to Todd Mezrah and Murang Pak for speaking with us on this important topic.

We were also grateful to host guests for a private SpeedVegas experience and an evening at Topgolf. Between the fast laps, golf swings, and great food, we had plenty of laughs and it was a memorable way to spend time together and strengthen relationships throughout the week.

A special thank you to our partners Apricity, Abacus, Pacific Life, and Penn Mutual for helping make the week so meaningful to us and our guests.

Thank you to Lion Street for hosting such a valuable conference and to everyone who joined us in Las Vegas. We’re grateful for the conversations, the partnerships, and the time together.

Which would you choose: the driver’s seat at SpeedVegas or the tee box at Topgolf?

05/20/2026

Last chance to register.

Live CE webinar on MSO Strategy as a Joint Deliverable for CPAs and RIAs — this Thursday at 1 PM CST.

If you work with privately held business owners and want a framework you can actually use — not just another credit — this is worth the hour.

1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register before it closes: https://zurl.co/Yinlc

05/14/2026

The structure that's reshaping every industry.

Management Services Organizations started in physician practices. They're now reshaping law firms — Holland & Knight called it "the next billion-dollar industry." PE capital is flowing in at a transaction pace nobody anticipated.

The same architecture is being pitched to closely held business owners across every other industry, every week.

If your clients own privately held operating businesses, MSO planning is already a conversation in their orbit. The question is whether you're in it.

On May 21, we're walking advisors through the framework Guardian Tax Consultants uses across 50+ states, 100+ enterprises, and $1B+ in enterprise value: when MSO planning fits a client, the red flags that disqualify them, the division of labor between CPA, RIA, and legal, and how to position the work as recurring advisory.

LIVE WEBINAR · 60 MIN · 1 CE CREDIT
Approved: CFP® · NASAA IAR · CIMA® · RMA® · CIMC® · CPWA®
Reserve your seat: https://zurl.co/oMiDC

05/12/2026

When is an MSO actually the right fit?

Not every privately held business owner needs one. The advisors who answer this question well tend to ask four things first:

– Is the operating entity generating enough margin to support the structure?
– Are there legitimate management services to centralize?
– Is the compensation defensible on a related-party basis?
– Is the client's team disciplined enough to govern it long-term?

If the answer to any of those is "no," an MSO is the wrong answer — and recommending one anyway creates risk that falls back on the CPA and RIA.

Full framework on May 21. 1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register: https://zurl.co/cJl2U

05/07/2026

Two perspectives. One playbook.

Most MSO content treats the structure as a tax topic. That's half the picture.
On May 21, our team is partnering with Richard Hillson of Hillson Consulting for a live CE session that brings both sides of the table together — the technical case for when an MSO fits, and the practice-level case for how CPAs and RIAs actually deliver it without stepping on each other.

Who should attend:
– CPAs fielding MSO questions from business-owner clients
– RIAs looking to add a differentiated planning capability
– Advisors who want a framework they can use on a live client next week

1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register: https://zurl.co/OheWq

05/04/2026

Most CPA and RIA engagements stop short of MSO strategy — not because the opportunity isn't there, but because neither advisor wants to step on the other.We're running a live session on how to change that.

On May 21, Guardian Tax Consultants is partnering with Hillson Consulting for a CE webinar: MSO Strategy as a Joint Deliverable for CPAs and RIAs — structure, economics, governance, and the practice-level case for why coordinated delivery beats the referral handoff.

1 CE credit accepted across CFP®, NASAA IAR, CIMA®, RWA®, CIMC®, and CPWA®.

Register: https://zurl.co/i0JoO

02/25/2026

🌟 Weekly Core Values Shout-Outs 🌟

At Guardian, we love taking time in our L10 meetings to recognize teammates who are living out our core values: Integrity, Dedication, Pioneering, Candor, and Teamwork.

Here are a few shout-outs our team received this week 👇

- Codey (Pioneering, Dedication): Codey has been stepping up big—fixing process issues, holding the line where needed, and pushing our systems forward.

- Maddie (Dedication, Teamwork, Pioneering): Maddie has been an amazing addition—she’s integrating fast, learning quickly, and bringing serious momentum to the team.

- Jake (Teamwork, Dedication): Jake has been handling a ton, staying on top of sales follow-ups, and is finally hitting a strong flow state while supporting everyone who needs him.

- Alex S (Teamwork, Dedication): Alex has taken real ownership in organizing sales and helping drive that forward in a big way.

- Krista (Pioneering, Dedication): Krista has been doing huge foundational work by building out the budget and going above and beyond on key content updates.

- Amber (Dedication): Amber has been putting in the work studying for her certification and getting help when needed to level up for the business.

- Mark (Dedication): Mark consistently brings huge value through his work ethic, staying late, and always showing up when it counts.

- Alex (Dedication): Alex led two excellent planning meetings with strong leadership, clear guidance, and really productive outcomes.

Mike (Dedication, Pioneering): Mike has been driving our upcoming year planning and forecasting, helping set a clear direction for where we’re headed next.

02/11/2026

Big congratulations to Amber on earning her Series 6 with FINRA! A huge milestone and a testament to her hard work and dedication. We’re so proud of you! 🚀

02/09/2026

Compliance isn’t just paperwork — it’s value protection. Discover the best practices to ensure your MSO meets Section 1202 requirements and maximizes potential tax benefits at sale. 📘🚀

Check out the Blog Post:
https://zurl.co/sO7H5

Address

554 Franklin Road, Suite 105
Franklin, TN
37069

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://guardiantaxconsultants.com/

Alerts

Be the first to know and let us send you an email when Guardian Tax Consultants posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.